Purchases and Sales Made in Q2 2021 in Dimensional ETF Tr U S Equity (DFUS)
This table provides information about the institutional ownership of Dimensional ETF Tr U S Equity (DFUS) during Q2 2021. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR U S EQUITY .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2021
Q2 2021
|
Plancorp, LLC
|
BUY
|
- |
5.96MNew |
$273M - $281M
|
5.96M
$392M
|
|
|
Aug 06, 2021
Q2 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.32MNew |
$244M - $251M
|
5.32M
$350M
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.79MNew |
$219M - $226M
|
4.79M
$315M
|
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.84MNew |
$176M - $181M
|
3.84M
$252M
|
|
|
Aug 02, 2021
Q2 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.09MNew |
$95.8M - $98.7M
|
2.09M
$138M
|
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.62MNew |
$74.3M - $76.5M
|
1.62M
$107M
|
|
|
Aug 04, 2021
Q2 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.52MNew |
$69.5M - $71.6M
|
1.52M
$99.8M
|
|
|
Aug 09, 2021
Q2 2021
|
Foster Group, Inc.
|
BUY
|
- |
1.36MNew |
$62.1M - $64M
|
1.36M
$89.2M
|
|
|
Aug 13, 2021
Q2 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.26MNew |
$57.7M - $59.4M
|
1.26M
$82.8M
|
|
|
Aug 02, 2021
Q2 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.16MNew |
$53M - $54.6M
|
1.16M
$76.1M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.16MNew |
$52.9M - $54.5M
|
1.16M
$76M
|
|
|
Jul 21, 2021
Q2 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
1.14MNew |
$52.3M - $53.9M
|
1.14M
$75.1M
|
|
|
Jul 26, 2021
Q2 2021
|
Colony Family Offices, LLC
|
BUY
|
- |
1.06MNew |
$48.7M - $50.2M
|
1.06M
$69.9M
|
|
|
Jul 14, 2021
Q2 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
954KNew |
$43.6M - $44.9M
|
954K
$62.6M
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
832KNew |
$38.1M - $39.2M
|
832K
$54.6M
|
|
|
Jul 19, 2021
Q2 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
812KNew |
$37.2M - $38.3M
|
812K
$53.4M
|
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
BUY
|
- |
781KNew |
$35.7M - $36.8M
|
781K
$51.3M
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
777KNew |
$35.6M - $36.6M
|
777K
$51M
|
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
BUY
|
- |
751KNew |
$34.4M - $35.4M
|
751K
$49.3M
|
|
|
Jul 20, 2021
Q2 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
671KNew |
$30.7M - $31.6M
|
671K
$44.1M
|
|
|
Aug 03, 2021
Q2 2021
|
American Investment Services, Inc.
|
BUY
|
- |
613KNew |
$28M - $28.9M
|
613K
$40.2M
|
|
|
Mar 17, 2022
Q2 2021
|
Retirement Solution Inc.
|
BUY
|
- |
454KNew |
$20.7M - $21.4M
|
454K
$29.8M
|
|
|
Aug 02, 2021
Q2 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
441KNew |
$20.2M - $20.8M
|
441K
$29M
|
|
|
Jan 18, 2022
Q2 2021
|
Apella Capital, LLC
|
BUY
|
- |
432KNew |
$19.8M - $20.4M
|
432K
$28.4M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
422KNew |
$19.3M - $19.9M
|
422K
$27.7M
|
|
|
Aug 13, 2021
Q2 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
405KNew |
$18.5M - $19.1M
|
405K
$26.6M
|
|
|
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
BUY
|
- |
365KNew |
$16.7M - $17.2M
|
365K
$23.9M
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
311KNew |
$14.2M - $14.7M
|
311K
$20.4M
|
|
|
Jul 27, 2021
Q2 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
288KNew |
$13.2M - $13.6M
|
288K
$18.9M
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
274KNew |
$12.5M - $12.9M
|
274K
$18M
|
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
272KNew |
$12.4M - $12.8M
|
272K
$17.9M
|
|
|
Jul 15, 2021
Q2 2021
|
Relaxing Retirement Coach
|
BUY
|
- |
254KNew |
$11.6M - $12M
|
254K
$16.7M
|
|
|
Jul 07, 2021
Q2 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
237KNew |
$10.8M - $11.2M
|
237K
$15.6M
|
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
201KNew |
$9.19M - $9.46M
|
201K
$13.2M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
197KNew |
$8.99M - $9.26M
|
197K
$12.9M
|
|
|
Jul 13, 2021
Q2 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
196KNew |
$8.97M - $9.24M
|
196K
$12.9M
|
|
|
Aug 11, 2023
Q2 2021
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
181KNew |
$8.27M - $8.52M
|
181K
$11.9M
|
|
|
Nov 16, 2021
Q2 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
176KNew |
$8.04M - $8.28M
|
176K
$11.5M
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
173KNew |
$7.91M - $8.15M
|
173K
$11.4M
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
163KNew |
$7.45M - $7.68M
|
163K
$10.7M
|
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
142KNew |
$6.48M - $6.68M
|
142K
$9.31M
|
|
|
Aug 13, 2021
Q2 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
140KNew |
$6.42M - $6.62M
|
140K
$9.22M
|
|
|
Aug 05, 2021
Q2 2021
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
135KNew |
$6.16M - $6.34M
|
135K
$8.84M
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
125KNew |
$5.74M - $5.91M
|
125K
$8.24M
|
|
|
Jul 22, 2021
Q2 2021
|
Private Capital Management LLC
|
BUY
|
- |
125KNew |
$5.74M - $5.91M
|
125K
$8.24M
|
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
122KNew |
$5.58M - $5.75M
|
122K
$8.01M
|
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
119KNew |
$5.43M - $5.59M
|
119K
$7.8M
|
|
|
Aug 13, 2021
Q2 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
104KNew |
$4.78M - $4.92M
|
104K
$6.86M
|
|
|
Aug 13, 2021
Q2 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
103KNew |
$4.7M - $4.84M
|
103K
$6.75M
|
|
|
Jul 29, 2021
Q2 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
103KNew |
$4.7M - $4.84M
|
103K
$6.75M
|